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American Express

2,719 hedge funds and large institutions have $193B invested in American Express in 2025 Q3 according to their latest regulatory filings, with 177 funds opening new positions, 1,004 increasing their positions, 1,030 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

3% less repeat investments, than reductions

Existing positions increased: 1,004 | Existing positions reduced: 1,030

1.39% less ownership

Funds ownership: 84.93%83.54% (-1.4%)

13% less funds holding in top 10

Funds holding in top 10: 10894 (-14)

Holders
2,719
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
94
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.18B
Puts
$2.6B
Net Calls
Net Calls Change

Top Buyers

1 +$1.04B
2 +$398M
3 +$279M
4
Amundi
Amundi
France
+$178M
5
CWP
Capital Wealth Planning
Florida
+$112M
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
2601
Hughes Financial Services
Virginia
$46.5K
GWSG
2602
GPS Wealth Strategies Group
Colorado
$46.5K
VWWMG
2603
Vermillion & White Wealth Management Group
Pennsylvania
$46.4K
1NWS
2604
1 North Wealth Services
Maryland
$45.8K
LCM
2605
Logan Capital Management
Pennsylvania
$44.8K
AIA
2606
Aventus Investment Advisors
Florida
$44.5K
WAM
2607
WFA Asset Management
Wisconsin
$43.9K
MAM
2608
Meeder Asset Management
Ohio
$43.2K
FLP
2609
Financial Life Planners
Arizona
$43.2K
CH
2610
Canton Hathaway
Rhode Island
$43K
PG
2611
Proffitt & Goodson
Tennessee
$42.5K
AIC
2612
Archer Investment Corporation
Indiana
$41.5K
NIM
2613
Nexus Investment Management
Ontario, Canada
$41.5K
SC
2614
Solstein Capital
California
$40.2K
WOC
2615
West Oak Capital
California
$40.1K
HHMI
2616
Howard Hughes Medical Institute
Maryland
$38.9K
ACA
2617
American Capital Advisory
Idaho
$37.4K
PSFG
2618
Park Square Financial Group
Georgia
$35.9K
CWM
2619
Cranbrook Wealth Management
Michigan
$34.9K
GFL
2620
Granite FO LLC
New Hampshire
$34.5K
CIAS
2621
CBIZ Investment Advisory Services
Ohio
$34.2K
GFWA
2622
Grey Fox Wealth Advisors
Delaware
$33.5K
SCA
2623
Stuart Chaussee & Associates
California
$33.2K
RJA
2624
Ross\Johnson & Associates
Minnesota
$33.2K
STB
2625
S&T Bank
Pennsylvania
$32.2K